Service Meeting Details

Comprehensive Service Meeting (Q1)

• Review any material aspect of your financial situation, including goals, priorities, risk tolerance and health.

• Review performance of all accounts under our management.

• Discuss the stock market and economy as needed to support our email commentary.

• Review performance of outside accounts (company 401k, savings, checking, etc.) if you provide us with statements.

• Review all forms of debt, including mortgages, credit lines and credit cards.

• Review the status and likelihood of reaching your stated goals.

• Discuss upcoming events, such as tax law changes, that will impact your financial situation.

• Review tax and estate planning strategies to verify they are accurate and up to date.

• Review Life, Long Term Disability and Long Term Care insurance.

• Discuss your feedback on the service you received from our firm during the past year.

Account Performance Reviews (Q3)

• Review any material aspect of your financial situation, including goals, priorities, risk tolerance and health.

• Review performance of all accounts under our management.